Wealth Management Analyst Job in Johannesburg
Job Description
Wealth Management Analyst Job. A Wealth Management Analyst plays a vital role in the Financial Services industry, focusing on assisting clients in managing and growing their wealth. With a background in Finance, Economics, or Business Administration, they provide valuable insights and recommendations on investment strategies, portfolio management, and financial planning. Utilizing strong analytical skills, market knowledge, and attention to detail, they analyze market trends, assess risks, and identify opportunities to optimize clients’ financial portfolios. Their ability to build strong client relationships, coupled with their expertise in wealth management tools and technologies, enables them to deliver tailored financial solutions that align with clients’ goals and objectives.
Responsibilities of Wealth Management Analyst Job
- Control costs through awareness of the impact of work and potential waste.
- Manage own costs and expenses associated with the role to enhance cost-effectiveness.
- Identify and escalate potential risks which may lead to increased costs.
- Adhere to standards and procedures to reduce costs.
- Identify process improvements in order to save costs.
- Adhere to predetermined operational costing within budgets in the execution of projects and work-related expenditures.
- Ensure that physical resources and equipment usage is managed in a manner that reduces financial loss and/or waste.
- Manage internal stakeholders and adhere to relevant SLA agreements.
- Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
- Maintain and build relationships for purposes of expectation management, knowledge sharing, and integration.
- Continuously strive to improve service delivery quality, productivity, turnaround time, availability, reliability, and accuracy to avoid operational loss.
- Resolve client queries in accordance with operational goals and standards, and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
- Propose improvements on internal processes that impact service levels and customer satisfaction within areas of accountability.
- Serve as first line of contact for clients and manage customer interactions.
- Adhere to schedules to effectively and timely perform assigned work.
- Attend (and facilitate) meetings as and when required; maintain documentation and share information with the team.
- Deliver work in an accurate manner to ensure consistent results within the department.
- Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
- Continuously identify and escalate risk.
- Provide timeous reports on operations, performance, and audit findings
Requirements
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Relevant certifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) are preferred.
- Strong analytical and quantitative skills.
- Knowledge of investment strategies, asset allocation, and portfolio management.
- Proficiency in financial modeling and analysis tools.
- Understanding of financial markets, products, and regulations.
- Excellent communication and interpersonal skills.
- Ability to build and maintain client relationships.
- Detail-oriented with strong organizational skills.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
